08.11.2025
Marquette Speaking at Institutional Investor 2025 Roundtable for Consultants & Institutional Investors 10/8
On Wednesday, October 8, Nat Kellogg, CFA, Frank Valle, CFA, CAIA, and Evan…
Friday, September 26, 2025
8:00 AM – 2:00 PM
Marquette clients – We hope you’ll join us at our 2025 Investment Symposium! This year’s event will be held in person in Chicago and virtually via livestream. To RSVP, please use our email invitation sent August 4 or reach out to our events team.
Our program will begin with an investment manager panel exploring investment opportunities and risks presented by the AI revolution and how firms are using the technology to refine and improve their investment process. From there, our research team and consultants will present several flash talks covering timely investment topics and a snapshot of the current market landscape across various asset classes. Rounding out the day, we’re excited to host Milwood Hobbs, Jr., of Oaktree Capital Management for a fireside chat keynote.
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AGENDA
8:00am — Registration Open
Livestream will begin at 8:30
Breakfast served until 10:00
8:45 — Welcome Remarks by Brian Wrubel, Chief Executive Officer
9:00 — Opening Panel
Artificial Intelligence: From Investment Opportunities to Practical Implementation
Rich Mathieson, CA, Managing Director, Systematic Equities, Blackrock
Roland Reynolds, Senior Managing Director, Industry Ventures
Seth Weingram, Ph.D., Senior Vice President, Director, Client Advisory, Acadian Asset Management
10:00 — Break
10:15 — Flash Talks
Public vs. Private: A Fixed Income Collision
Frank Valle, CFA, CAIA, Associate Director of Fixed Income
Chad Sheaffer, CFA, CAIA, Senior Research Analyst
James Torgerson, Senior Research Analyst
What Makes a Good Fiduciary?
Linsey Schoemehl Payne, Partner, Chief Compliance Officer
Stephanie Osten, Principal
The Changing Face of Real Estate
Greg Leonberger, FSA, EA, MAAA, FCA, Partner, Director of Research
11:00 — Break
11:15 — Flash Talks
U.S. Equity Markets: Trend or New Normal?
Catherine Hillier, Senior Research Analyst
Private Equity in 2026 and Beyond: Allocations, Expectations, and the New Reality
Amy Miller, Associate Director of Private Equity
Chris Caparelli, CFA, Partner
Will U.S. Exceptionalism Continue for Global Equities?
David Hernandez, CFA, Director of Traditional Manager Search
12:00pm — Lunch Break
12:45 — Keynote: Fireside Chat
Milwood Hobbs, Jr., Managing Director at Oaktree Capital Management, in conversation with Greg Leonberger
2:00 — Adjourn
The Union League Club
65 W. Jackson Blvd.
Chicago, IL 60604
(312) 427-7800
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